CareerPlan

Sales Development Representative

Portsmouth, VA, USFull-time2026-10-05 → 2026-11-09

Core

Generate qualified sales opportunities for business payments and cash management solutions through outbound prospecting, inbound lead follow-up, and strategic account engagement.

Role type

Sales Development Representative (SDR)

Builds

Qualified meetings and sales pipeline for the Sales and Account Management teams

Domain

Fintech / Business Payments / Cash Management

Required skills

Outbound prospecting, multi-channel sales sequences (phone, email, LinkedIn), CRM management, lead follow-up, stakeholder engagement, sales target achievement

Preferred skills

SaaS/fintech industry experience, Salesforce/LinkedIn Sales Navigator/Zoom Info proficiency, AI tool usage for prospecting, MEDDPICC/BANT methodology knowledge

Technologies

Salesforce, LinkedIn Sales Navigator, Zoom Info, Nooks, AI prospecting tools

Responsibilities

Identify and research target accounts, execute outbound prospecting, follow up on marketing leads, maintain CRM records, achieve monthly/quarterly activity and pipeline targets

Seniority

Individual Contributor, entry-to-mid level